Salesforce CPQ and Billing Specialist
4 days ago
Job Description Key Responsibilities: - Salesforce CPQ Implementation & Customization:Design, configure, and implement Salesforce CPQ solutions to automate the quoting, pricing, and contracting process. - Develop custom solutions within Salesforce CPQ to meet business requirements and enhance process efficiency. - Customize product bundles, pricing rules, discount schedules, and approval workflows as per business needs. - Salesforce Billing Configuration & Support:Implement Salesforce Billing for automated invoicing, payment processing, and revenue recognition. - Configure billing schedules, tax calculations, revenue splits, and payment processing in alignment with accounting standards and regulations. - Work with finance teams to ensure accurate reporting and adherence to billing and revenue recognition policies. - Integration & Data Management:Collaborate with IT and development teams to integrate Salesforce CPQ and Billing with external ERP and CRM systems. - Manage data migration, cleansing, and mapping between systems for seamless information flow. - Optimize data integrity and ensure compliance with data privacy and security standards. - Process Optimization & Automation:Analyze and optimize current processes related to quoting, billing, and payment workflows. - Implement automation tools and process enhancements to improve operational efficiency. - Create and maintain process documentation, guidelines, and best practices for CPQ and Billing. - Stakeholder Collaboration & Training:Work closely with sales, finance, and operations teams to gather and refine requirements. - Provide user training, develop training materials, and deliver workshops to ensure effective system usage. - Conduct regular reviews with stakeholders to align system configurations with business goals. - Maintenance & Troubleshooting:Perform regular system checks, manage Salesforce releases, and troubleshoot any issues within CPQ and Billing modules. - Handle escalated support requests and system enhancements to improve user experience. - Participate in testing and quality assurance processes to ensure system reliability and functionality. Qualifications: - 5-6 years of experience in Salesforce with a strong focus on Salesforce CPQ and Salesforce Billing. - Proven expertise in configuring Salesforce CPQ, including product catalog setup, pricing and discounting, approval workflows, and contract management. - Experience with Salesforce Billing for invoicing, revenue recognition, and financial reporting. - Strong understanding of sales processes, billing cycles, and revenue recognition standards. - Proficiency in Salesforce Lightning, declarative tools, and experience with custom configurations. - Knowledge of Apex, Visualforce, and Salesforce APIs is a plus. - Experience with integration of Salesforce CPQ and Billing with ERP systems (e.g., SAP, Oracle) is desirable. - Excellent problem-solving skills and attention to detail. - Strong communication skills with the ability to collaborate effectively across teams. Preferred Certifications: - Salesforce Certified CPQ Specialist - Salesforce Certified Billing Specialist - Salesforce Administrator or Advanced Administrator
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